Ellenbecker Investment Group Inc
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|
|
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CRD # | 173851 |
SEC # | 801-80600 |
CIK # | 1731497 |
AUM | $712.2 MM (98% Disc, 100% US) |
Employees | 28 (39% Investors, 0% Brokers) |
Phone | 262-691-3200 |
Address | N35 W23877 Highfield Court Pewaukee, WI 53072 |
Source |
IAPD![]() ![]() ![]() ![]() ![]() |
Total AUM ($BB) |
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Sector | Holding | Cap ($MM) | Value ($MM) |
---|---|---|---|
AGG | 20,987.0 | ||
IWF | 18,397.0 | ||
SDY | 11,670.0 | ||
VO | 9,272.0 | ||
VB | 9,122.0 | ||
IGIB | 6,840.0 | ||
VEU | 6,522.0 | ||
IWD | 3,552.0 | ||
VNQ | 3,337.0 | ||
IDV | 3,233.0 | ||
View All |
Holdings by Sector ($BB) |
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---|---|---|
Century Securities Associates Inc
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|
MO | 0.7 |
SVB Wealth Advisory Inc
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CA | 0.7 |
Smith Anglin Financial LLC
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|
TX | 0.7 |
Jacobi Capital Management LLC
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|
PA | 0.7 |
Sharkey Howes & Javer Inc
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|
CO | 0.7 |
Sound Income Strategies LLC
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|
FL | 0.7 |
Managed Asset Portfolios LLC
✚
|
MI | 0.7 |
Hartford Financial Management Inc
✚
|
CT | 0.7 |
Investment Advisors Corp
✚
|
IA | 0.7 |
Chatterton & Associates the Wealth Management Team Inc
✚
|
CA | 0.7 |